Managing Accounts Receivables Notes

The Accounts Receivables Notes allows you to keep a record of internal information for an account. For example, you can save information about an account's billing preferences, actions taken on an invoice, or special instructions on how to handle an account or invoice.

You could also use it to record notes during telephone conversations, to record past history of issues, or just to log general information regarding the account.

With the AR Account Presentation page the notifications link will indicate the number of notes on the AR Account; click the notification link to read the notes.

Adding Notes

1. From the OPERA Cloud menu, select Financials, select Accounts Receivable, and then select Manage Accounts Receivable.

2. Enter search criteria, click Search.

3. Select the AR Account in the search result, click I Want To..., Notes, or click the Notes link in Accounts Receivable Account Presentation.

4. Click New and complete the following:

   1. Type: Select a note type. For more information, see Configuring Note Types.

   2. Internal: Select this check box if the comment is to be treated as internal.

      Note:

      Internal notes are not output on stationery or on reports unless the report explicitly allows display of Internal Notes. You can uncheck this check box when Override Internal is selected in the note type configuration.

   3. Title: Enter a summary title for the note (will default based on note type but can be updated).

   4. Comment: Enter or paste the note details; a maximum of 2000 characters (single byte) is supported.

5. Click Save or click Save and Continue to add another note.

Viewing and Updating Notes

1. From the OPERA Cloud menu, select Financials, select Accounts Receivable, and then select Manage Accounts Receivable.

2. Enter search criteria, click Search.

3. Select the AR Account in the search result, click I Want To..., Notes, or click the Notes link in Accounts Receivable Account Presentation.

4. Select the note , click + to expand the card to read the note comments.

5. Select Vertical Ellipsis and click Edit.

6. Update details.

7. Click Save.

Deleting Notes

1. From the OPERA Cloud menu, select Financials, select Accounts Receivable, and then select Manage Accounts Receivable.

2. Enter search criteria, click Search.

3. Select the AR Account in the search result, click I Want To..., Notes, or click the Notes link in Accounts Receivable Account Presentation.

4. Select Vertical Ellipsis and click Delete.

5. Click Delete to confirm.